One of the greatest gifts you can give your loved ones is a thoughtful estate strategy. Here are 10 steps to consider. Create a centralized location for documents — including account numbers, passwords, and professional contacts. Update beneficiary designations — a designation overrides your will. Consolidate and properly title accounts...

March is Women’s History Month. According to a recent survey, 49% of women consider themselves to be the chief financial officer of their households, up from 41% in 2021. Until 1974, a married woman often needed her husband’s permission to open a bank account, apply for a credit card, or...

This has always been a (really) ridiculous “holiday” to me but today seems extra cruel as thousands of federal employees continue to lose their jobs. Just wanted our friends in federal service to know our hearts are with you. We appreciate you. If you’re not a federal employee, you know...

As of May 2023, there were over 29 million “left-behind or forgotten” 401(k) accounts in the U.S., holding nearly $1.65 trillion in assets. No one wants to leave hard-earned money on the table. How to Find a Lost 401(k) Contact former employers — reach out to HR or benefits...

Tax season brings a new wave of identity theft risks. The FTC reported that individuals lost over $10 billion to fraud in 2023 — a 14% increase — with over 2.6 million consumers falling victim. File Early to Protect Yourself The IRS encourages taxpayers to file as early as possible...

On Jan. 13, 2025, the United States Postal Service and the American Postal Workers Union mutually agreed to a one-time Retirement Incentive, including an “early out” option for eligible employees. The Postal Service will make lump sum incentive payments totaling $15,000 (less applicable taxes and deductions) to eligible full-time career...